Associate, Brokerage Operations – Corporate Actions, Dividends

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 CA$54.4k - CA$68k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Own the daily processing of corporate actions and dividends across client accounts • Catch and resolve discrepancies before they reach clients • Work directly with Operations Associates to maintain accurate client records • Act as the subject matter expert on tax issues related to corporate actions and dividends • Partner with the Trade Desk, securities lending, management, and other teams to escalate and resolve critical issues and reduce risk • Analyze the impact of new product launches on corporate action and dividend processes and implement required changes • Troubleshoot, manage, and proactively resolve reconciliation differences • Use data to identify inefficiencies and fix them • Develop processes to increase back-office operational efficiency • Report to the Team Lead of Corporate Actions

🎯 Requirements

• 2+ years at a broker-dealer handling back-office corporate action processing for equities and options (CIRO-regulated dealer preferred) • Experience working with CDS, DTC, OCC, and CDCC • Strong Excel skills • Comfortable with large data sets and able to identify position or entitlement breaks and explain their causes • Progress toward or completion of CSC, DFOL, or similar industry courses (nice to have) • Familiarity with programming, especially SQL (nice to have) • Familiarity with Claude AI or Claude Code (nice to have) • Naturally curious, organized, and detail-oriented • Ability to work accurately against tight, non-negotiable deadlines • Excellent people skills and a positive attitude • Willingness to escalate issues early • Genuine interest in how markets and technology intersect • Legally eligible to work in Canada

🏖️ Benefits

• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days per year • 4 wellness days per year • Unlimited sick and mental health days per year* • Work outside Canada for up to 90 days per year* • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Permanent employees receive equity compensation • AI Notetaker interview recording and transcription, with the option to opt out without impact on candidacy